Save Leads and Contacts to the Address Book in iPad

Save Leads and Contacts to the Address Book in iPad

You can save the Zoho CRM leads and contacts to your iPad's address book, one record at a time.

To save a lead or contact in the address book

  1. Go to Leads/Contacts module.
    All the records in the selected module will be listed.
  2. Tap the record that you want to add to the address book.
  3. In the Record Details page, tap the More Options icon.
  4. Tap Save to Address Book. The record will be exported to the iPad's address book
  5. Go to iPad contacts to confirm the record that was exported.

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